How to deal with vulnerable clients


Come and join us for an afternoon of networking and CPD training across both our Leeds and Manchester offices, as we welcome APIL accredited guest speaker , David Mulholland from Brooks McDonald, and local business professionals to find out how to deal with vulnerable clients.

The event is set to provide two hours of free CPD training, providing expert advice from the Financial Conduct Authority on how to identify and refer to the most appropriate financial advisor, how to maximise the suitability of advice, explain the role of the investment manager and much more.

Off the event, Chartered Financial Planner, Gareth Rose, said:

“Identifying vulnerable clients is a hot topic at the moment and we are excited to be holding an event on such an important issue. The training will come as a great advantage to everyone who needs a little more insight into dealing with this and the fact that it’s free couldn’t be better. We’re looking forward to welcoming David and his expertise to Sedulo to educate us all on the vital points of dealing with vulnerable clients.”



As always we have limited space available for these events so book now to avoide dissapointment.

This entry was posted in News. Bookmark the permalink.

Leave a Reply

Your email address will not be published. Required fields are marked *